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Notariaat Wellens

Inventory of an inheritance

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YOUR PREPARATION · INHERITANCE

Specific documents for your meeting. Indicate what is ready, where you need help, and what is not applicable.

Prepare what you already have. A missing document is no reason to postpone your first appointment. We will discuss what we can obtain for you.

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Which documents should I provide?

Death and inheritance documents

Provide what you already have from the municipality, bank or notaire. If a document is missing, provide the name, date and place of death. The office will check what it can obtain itself.

Status

To review

Bank and securities statements

Request the document from your bank or download it from your own online banking environment. State the date and file reference. Provide statements, never passwords or access codes.

Status

To review

Deeds of ownership

Search in your deed folder, Izimi or Mijn akten. Cannot find the deed? Provide the address, estimated date and possibly the previous notarial office; we will see how to request a copy.

Status

To review

Debt and insurance documents

Request the policy and any payout letter from your insurer or broker. Mention the insured party, beneficiary and contract reference.

Status

To review

Valuations and photos of special goods

Provide the report with date and name of the appraiser. If there is no valuation yet, do not order one without consultation: first discuss what valuation is needed.

Status

To review

What do we record?

We examine the documents and legal implications. You do not need to work out the arrangement yourself beforehand. We will agree on which missing documents we can request.

A check mark means you have prepared this item. It does not mean that the office has already checked the documents or that your file is complete.

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"For an adviser, carefulness begins in the same place."
Paul Wellens

Your questions, step by step

Are you not exactly sure which assets and debts there are? We help bring order to the information and discuss what still needs to be investigated.

Why do I go to the notaire for this?

An inventory makes visible which goods, debts and evidence exist. The civil-law notary discusses when a formal description of the estate is required or advisable.

How do we fully map out the inheritance?
  1. Collect data from banks, real estate and other valuables.

  2. Include debts, claims and proofs of ownership.

  3. Determine the required form and involved persons and discuss the result.

How does this proceed and how long does it take?

The duration depends on the accessibility of documents, valuations and involved parties. An inventory does not automatically extend other procedural or filing deadlines.

Which documents should I provide to the notaire?
What does the notaire do and investigate?
  • Which goods and debts fall within the assignment?
  • Who truly owns the goods?
  • Who must participate and which formal inventory is necessary?
  • Which valuations or additional documents are missing?

We agree on which searches the office will conduct and which information you, your bank or another expert will provide.

What do I check before the next step?

Check which goods belonged to the deceased and which belong to someone else. Report goods that are located elsewhere or have meanwhile been moved.

What else must I arrange afterwards?

Keep the inventory and underlying evidence safe. Report additions and coordinate the further management and division.

Which practical tips can help me?

Take photos and make a list before goods are moved. Note who is keeping something.

What do these words mean?
Claim
money or a performance that someone is still owed by another.
Estate
the entirety of the involved goods and debts.
Where can I find more explanation or help?

You do not have to phrase your question in legal terms. Tell what concerns you, what you want to arrange and if an important date is approaching.

We will look together at the next step. We agree in advance on how the office will assist you and what costs are involved.

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General explanation for your preparation. The rules and documents that apply to you are determined based on your file.